Getting Around

Every screen in Insight has a navigation bar at the top. You will use the navigation bar to get to any part of the program with one click! Here I’ll show you how to use the navigation bar and what it all means. First things first, the navigation bar is broken up into three parts: general links, location actions, and user actions. The picture below shows you which part is where:

Under the general links section of the navigation bar, you will find sales, accounts, training, and tasks. It is important to note that depending on the type of user that you’re logged into the program as, you may not see all four links. Owners and managers will see all four general links. Personal trainers will only see the sales and training links.

Sales

The sales link will take you to the sales summary page which shows all the sales and cancelations for the day

Accounts

The accounts link will take you to the account search page where you can easily find your members

Training

The training link will take you to the personal training client and session list

Tasks

Finally, the tasks link will take you to all tasks that are pending and need attention. If you’ll notice the number next to the tasks link, that number represents how many tasks need your attention

Access the location actions menu by clicking on the home button (see the image above). The location actions menu offers the following options:

Settings

View and edit the settings for your currently selected location

Apps

View, enable, and disable any applications that you have authorized to access your data

Manage your commission groups. Insight has an extremely configurable commission system built in. With the groups feature, you can define commission rules and user groups and then add your users to a corresponding payroll/commission group

Change your current location (if you have multiple locations). You can also access the change current location screen by simply clicking on the large location button

Similar to the location actions menu, you access the user actions menu by clicking on the user button (see the image above). The user actions menu offers the following options:

Commission

As mentioned above, Insight has a comprehensive and flexible built-in commission calculating system. Clicking on this link will take you to your commission sheet. Furthermore, if you are logged in as an owner, you will be able to view the commission sheets of all registered users

Your settings

This link will take you to the user settings screen where you can do things such as change your password and update your various account settings

Log out

Clicking this link will immediately log you out of the program and redirect you back to the login screen

Check out our built in tutorials in the video below:

Contact Us

If you'd like to pick our brains or just chat, you can reach us by any of the methods below and we will be happy to hear from you.